Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Marcia I
Series 66
Syracuse, NY
RBC Capital Markets
Marcia Irvin is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2009, with additional experience at City National Bank beginning in 2024. Outside of her advisory role, she serves as treasurer for the Shepard's Woods Land Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and a variety of advisory programs. The firm combines in-house and third-party managers to provide portfolio management, financial planning, and brokerage services.
Philip D
Series 66
Syracuse, NY
RBC Capital Markets
Philip Dean is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.
J P
Series 63, Series 65
Syracuse, NY
RBC Capital Markets
J Pluff is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, Pluff serves on the boards of the Upstate Medical University Foundation and the Everson Museum of Art, and he is a broadcast host for local television programs on WSYT-Fox 68 and WCNY-PBS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and utilizes a combination of in-house and third-party managers to implement client portfolios.
Lisa M
Series 63, Series 65
Syracuse, NY
RBC Capital Markets
Lisa Mckenney is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 designations and 29 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a board member for the Jamesville-Dewitt Central School District Board of Education. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers.
Brian D
Series 63, Series 65
Syracuse, NY
RBC Capital Markets
Brian Demonte is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Steven D
Series 63, Series 66
Syracuse, NY
RBC Capital Markets
Steven D'eredita is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies to client risk profiles using a mix of in-house and third-party managers.
Samuel C
Series 63, Series 65
Syracuse, NY
RBC Capital Markets
Samuel Conde is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Linda B
Series 66
Syracuse, NY
RBC Capital Markets
Linda Brown is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Cadaret, Grant & Co., MassMutual, and Mmlisi. Outside of her advisory work, she teaches water aerobics as a fitness instructor at the YMCA in Baldwinsville, NY, and serves as a Notary Public for the State of New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated financial planning, custody, and brokerage services.
David J
Series 63, Series 65
Syracuse, NY
RBC Capital Markets
David Johnson is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.
Michael W
Series 66
Syracuse, NY
RBC Capital Markets
Michael Wirtheim is a financial advisor at RBC Capital Markets with 24 years of industry experience, including 20 years at UBS Financial Services. He holds the Series 66 designation. Wirtheim serves as Board President for Enable, a nonprofit organization supporting people with disabilities in Syracuse. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a range of advisory programs that include portfolio management, financial planning, and brokerage services.
Deborah G
Series 63
Syracuse, NY
RBC Capital Markets
Deborah Goode is a financial advisor at RBC Capital Markets with 38 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Quinn S
Series 66
Syracuse, NY
RBC Capital Markets
Quinn Shamlian is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 15 years before joining RBC Capital Markets. Outside of his advisory work, he serves as treasurer for the Charles N. Gordon Wildlife Rehabilitation Center, participating in quarterly board meetings and managing financial tracking. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.
Christopher L
Series 63, Series 66
Syracuse, NY
RBC Capital Markets
Christopher Lobo is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, incorporating a blend of in-house and third-party managers along with specialized services such as tax management and responsible investing options.
Ronald M
Series 63
Syracuse, NY
RBC Capital Markets
Ronald Molinari is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 63 designation and 44 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, employing tailored strategies implemented through a mix of in-house and third-party investment managers.
Eric P
Series 63, Series 65, Series 66
Syracuse, NY
RBC Capital Markets
Eric Petranchuk is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining RBC in 2026, he worked at UBS Financial Services and Key Private Bank. Outside of finance, he was involved with Full Boar Craft Brewery LLC from 2016 to 2023. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.
Theodore B
Series 63, Series 65
Syracuse, NY
RBC Capital Markets
Theodore Binder is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for 19 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored strategies through a combination of in-house and third-party investment managers and model providers.
Lea D
Series 66
Syracuse, NY
RBC Capital Markets
Lea Di Giovanni is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at UBS Financial Services, Hart Agency, Tompkins Community Bank, and Auburn City Schools. Outside of finance, she has experience in the hospitality sector, having worked at Osteria Salina. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Thomas A
Series 63, Series 65
Syracuse, NY
RBC Capital Markets
Thomas Austin is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at UBS Financial Services for 34 years. Outside of his advisory role, he is a partner at Comstock Properties LLC, a real estate business involved in mortgage collection. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering comprehensive portfolio management and financial planning services.
Alden C
Series 66
Syracuse, NY
RBC Capital Markets
Alden Carroll is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and beginning his career in 2025. Prior to joining RBC, he spent time working in the food service industry and education. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various advisory programs and portfolio management services tailored to clients’ risk profiles and investment preferences.
Devin W
CFP®, Series 63, Series 65
Syracuse, NY
RBC Capital Markets
Devin White is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2025. He previously worked at Janney Montgomery Scott across several roles from 2017 to 2025 and has experience at Uber, U.S. Securities Associates, and Allstate Insurance. Outside of his advisory work, he serves as secretary on the board of directors for the Rotary Club of Eastwood and works as a contractor for IAABO Board 38, officiating basketball games. RBC Wealth Management, a division of RBC Capital Markets, offers advisory services to a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple wrap fee programs, utilizing both in-house and third-party investment managers.
John S
Series 63, Series 65
Syracuse, NY
RBC Capital Markets
John Shamlian is a financial advisor with RBC Capital Markets in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.
Garrett C
Series 66
Syracuse, NY
RBC Capital Markets
Garrett Clegg is a financial advisor with RBC Capital Markets in Syracuse, NY. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining RBC, he worked at Bankers Life and Casualty Company and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to client risk profiles, utilizing a combination of in-house and third-party investment managers.
Scott H
Series 63
Syracuse, NY
RBC Capital Markets
Scott Harlander is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a mix of in-house and third-party managers.
Jacob B
Series 66
Syracuse, NY
RBC Capital Markets
Jacob Binder is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of finance, he was involved with the Idaho Falls Chukars and Oneida Nation Enterprises. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.
Kristin H
Series 66
Syracuse, NY
RBC Capital Markets
Kristin Housler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 16 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to individual client risk profiles using both in-house and third-party investment managers.
Nancy C
Series 66
Syracuse, NY
RBC Capital Markets
Nancy Collins is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a Series 66 designation. Prior to joining RBC in 2026, she worked at UBS Financial Services Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Frank A
CFP®, Series 63, Series 65
Syracuse, NY
RBC Capital Markets
Frank Arkinson is a CFP® with 38 years of experience in the financial industry. He has been with RBC Capital Markets since 2002. Outside of his advisory work, he serves on the board of directors for a scholarship organization, holds a secretary role at a charity foundation, and is a committee member at a local church in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.
Jessica F
Series 66, Series 65
Syracuse, NY
RBC Capital Markets
Jessica Fontaine is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at City National Bank, Cadaret Grant & Co., Inc., T Rowe Price, and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside a range of portfolio management and financial planning services.
Michael C
Series 66
Syracuse, NY
RBC Capital Markets
Michael Carroll is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements client strategies through in-house and third-party investment managers, providing options for tax management, responsible investing, and alternative investments.
Ryan S
Series 66
Syracuse, NY
RBC Capital Markets
Ryan Smith is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2025 before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and utilizes a combination of in-house and third-party investment managers, incorporating options such as tax management and responsible investing.
Carol D
Series 63, Series 65
Syracuse, NY
RBC Capital Markets
Carol Doyle is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Allison S
Series 66
Syracuse, NY
RBC Capital Markets
Allison Small is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services. Outside of her advisory role, Small is involved in coaching ice hockey for several local teams and serves as treasurer for a hockey-related organization. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individual and institutional clients. The firm customizes investment strategies based on client risk profiles and employs both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.
Colette P
Series 65, Series 66
Syracuse, NY
RBC Capital Markets
Colette Powers is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for UBS Financial Services for 13 years before joining RBC in 2025. Powers serves on the boards of several nonprofit organizations focused on women’s business development and community support. RBC Wealth Management, a division of RBC Capital Markets, offers advisory and portfolio management services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored strategies using a combination of in-house and third-party investment managers and provides a range of program structures and investment options.
Robert W
Series 63, Series 66
Syracuse, NY
RBC Capital Markets
Robert Will is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at City National Bank since 2016, alongside his tenure at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, implementing tailored strategies through a mix of in-house and third-party managers.
Elizabeth M
Series 66
Syracuse, NY
RBC Capital Markets
Elizabeth Moynihan is a financial advisor at RBC Capital Markets with four years of industry experience. She previously worked at UBS Financial Services for six years and was employed with the YMCA of Greater Syracuse for eighteen years. Outside of finance, she owns and operates Borne Photography, specializing in wedding, engagement, and family photography. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers customizable advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
Dianne A
Series 66
Syracuse, NY
RBC Capital Markets
Dianne Angelo is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Edward Jones Investments. Outside of her advisory role, she assists with event and wedding planning as an event coordinating assistant. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers.
Julie G
Series 66
Syracuse, NY
RBC Capital Markets
Julie Garcia is a financial advisor with RBC Capital Markets in Syracuse, NY. She holds a Series 66 designation and has 15 years of industry experience, having worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and combines in-house and third-party investment managers to tailor strategies to clients’ risk profiles.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters